VC CFO uses Lindy to draft valuation memos and extract deal data—saving 6–8 hours weekly and creating consistency across funds, with outputs that sound like they came from a seasoned analyst.
Customer Overview
- Name: VC CFO
- Industry: Financial Services / Fund Management
- Location: United States
- Point of Contact: Ken Aseme, CEO
The Challenge
Ken Aseme and his team at VC CFO manage financial ops for a diverse client base across venture capital, private equity, and real estate. But the repetitive nature of valuation memo prep was slowing them down.
- Time-intensive manual drafting of memos
- Data extraction from cap tables required precision and speed
- Consistency checks and formatting QA were eating into analyst hours
“What used to be a grind is now mostly review and polish.”
The Lindy Solution
Lindy was deployed to act as a virtual analyst—automating high-repetition, high-detail workflows:
- Generated valuation memos from structured deal input
- Extracted and formatted key data points from cap tables
- Applied consistent formatting and style across memo deliverables
VC CFO went from drafting to reviewing, with Lindy producing usable first drafts within days.
The Results
⏱ 6–8 hours saved per week
Memo creation went from hours to minutes.
📄 90%+ usable first drafts from Day 1
Lindy understood fund structure and institutional tone instantly.
📈 Elevated consistency across client work
Deliverables now feel more standardized, polished, and on-brand.
“It’s like hiring a 24/7 ops teammate who never misses a deadline.”
Why It Matters
In fund management, precision and consistency are everything. Lindy helps VC CFO scale outputs while maintaining quality.
- No trade-off between speed and accuracy
- Staff freed up to focus on advisory and strategy
- Output feels like it came from an in-house senior analyst
Product Highlights
✅ Valuation memo drafting
✅ Cap table parsing and data extraction
✅ Automated formatting and document standardization
✅ High-accuracy outputs with low revision needs
